Wimal Samara
@wimsam.bsky.social
Moving from https://x.com/WimalSamara
Toby, you may be interested to shed some light for FT Alphaville readers on what has been happening in the UST Repo market at 2025 year end and why that did not happen at previous year ends:
x.com/i/status/200...
x.com/i/status/200...
January 1, 2026 at 9:19 PM
Toby, you may be interested to shed some light for FT Alphaville readers on what has been happening in the UST Repo market at 2025 year end and why that did not happen at previous year ends:
x.com/i/status/200...
x.com/i/status/200...
Is there reason to be hopeful about managing global warming, given the prgress made over the past 10 years?
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
November 24, 2025 at 4:34 AM
Is there reason to be hopeful about managing global warming, given the prgress made over the past 10 years?
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
Though Syria's situation is unfortunate, there is a global surplus of staple food crops including Corn, Soybeans, Rice & Wheat:
www.sustainabilitybynumbers.com/p/food-proje...
www.sustainabilitybynumbers.com/p/food-proje...
September 22, 2025 at 11:47 AM
Though Syria's situation is unfortunate, there is a global surplus of staple food crops including Corn, Soybeans, Rice & Wheat:
www.sustainabilitybynumbers.com/p/food-proje...
www.sustainabilitybynumbers.com/p/food-proje...
Truckers in China are switching from diesel to electric for economic reasons, not for environmental reasons.
This trend is likely to play out in other parts of the developing world as charging infrastructure gets built out.
So, it's market forces that are driving a decline in diesel demand.
This trend is likely to play out in other parts of the developing world as charging infrastructure gets built out.
So, it's market forces that are driving a decline in diesel demand.
September 9, 2025 at 3:15 AM
Truckers in China are switching from diesel to electric for economic reasons, not for environmental reasons.
This trend is likely to play out in other parts of the developing world as charging infrastructure gets built out.
So, it's market forces that are driving a decline in diesel demand.
This trend is likely to play out in other parts of the developing world as charging infrastructure gets built out.
So, it's market forces that are driving a decline in diesel demand.
China's solar sector racks up billions in losses,
Factories in China produced 588 GW of solar cells last year, surpassing domestic demand of 277GW and overseas demand of 174GW.
Six of the largest Chinese cell and panel makers saw their combined first-half losses $2.8bn) from a year earlier
Factories in China produced 588 GW of solar cells last year, surpassing domestic demand of 277GW and overseas demand of 174GW.
Six of the largest Chinese cell and panel makers saw their combined first-half losses $2.8bn) from a year earlier
September 4, 2025 at 5:57 AM
China's solar sector racks up billions in losses,
Factories in China produced 588 GW of solar cells last year, surpassing domestic demand of 277GW and overseas demand of 174GW.
Six of the largest Chinese cell and panel makers saw their combined first-half losses $2.8bn) from a year earlier
Factories in China produced 588 GW of solar cells last year, surpassing domestic demand of 277GW and overseas demand of 174GW.
Six of the largest Chinese cell and panel makers saw their combined first-half losses $2.8bn) from a year earlier
Surveys consistently show more than 60% of Taiwanese support maintaining the status quo – not unification with China, not formal independence:
esc.nccu.edu.tw/PageDoc/Deta...
esc.nccu.edu.tw/PageDoc/Deta...
June 26, 2025 at 12:34 PM
Surveys consistently show more than 60% of Taiwanese support maintaining the status quo – not unification with China, not formal independence:
esc.nccu.edu.tw/PageDoc/Deta...
esc.nccu.edu.tw/PageDoc/Deta...
Big Oil faces up to its sunset era:
www.ft.com/content/46e6...
www.ft.com/content/46e6...
June 19, 2025 at 8:41 AM
Big Oil faces up to its sunset era:
www.ft.com/content/46e6...
www.ft.com/content/46e6...
SSA was part of HHS (and its predecessor agencies) from 1953 until 1994, when it became an independent agency.
Is there a case for merging them now to reduce the administrative overlap?
Is there a case for merging them now to reduce the administrative overlap?
June 17, 2025 at 2:37 AM
SSA was part of HHS (and its predecessor agencies) from 1953 until 1994, when it became an independent agency.
Is there a case for merging them now to reduce the administrative overlap?
Is there a case for merging them now to reduce the administrative overlap?
For the first time, the growth in China’s clean power generation has caused the nation’s carbon dioxide (CO2) emissions to fall despite rapid power demand growth:
www.carbonbrief.org/analysis-cle...
www.carbonbrief.org/analysis-cle...
June 13, 2025 at 7:43 AM
For the first time, the growth in China’s clean power generation has caused the nation’s carbon dioxide (CO2) emissions to fall despite rapid power demand growth:
www.carbonbrief.org/analysis-cle...
www.carbonbrief.org/analysis-cle...
Wonder how $AMZN's entry into the care sales industry may impact $VCVNA?
June 12, 2025 at 5:02 AM
Wonder how $AMZN's entry into the care sales industry may impact $VCVNA?
The British government has proved that life does indeed imitate art.
It has been 30 years since the actress Dame Judi Dench first played the head of MI6 in the James Bond film GoldenEye.
Now, Secret Intelligence Service may have it's 1st female leader:
www.ft.com/content/55bf...
It has been 30 years since the actress Dame Judi Dench first played the head of MI6 in the James Bond film GoldenEye.
Now, Secret Intelligence Service may have it's 1st female leader:
www.ft.com/content/55bf...
June 7, 2025 at 8:03 AM
The British government has proved that life does indeed imitate art.
It has been 30 years since the actress Dame Judi Dench first played the head of MI6 in the James Bond film GoldenEye.
Now, Secret Intelligence Service may have it's 1st female leader:
www.ft.com/content/55bf...
It has been 30 years since the actress Dame Judi Dench first played the head of MI6 in the James Bond film GoldenEye.
Now, Secret Intelligence Service may have it's 1st female leader:
www.ft.com/content/55bf...
For the last 7 years, asset allocators have been convinced that US equity multiples are going to fall, and they’ve been wrong!
Since 2019 asset allocators have expected value to beat growth. And again, almost always, they have been wrong!
tinyurl.com/yc5489ns
Since 2019 asset allocators have expected value to beat growth. And again, almost always, they have been wrong!
tinyurl.com/yc5489ns
June 5, 2025 at 4:40 AM
For the last 7 years, asset allocators have been convinced that US equity multiples are going to fall, and they’ve been wrong!
Since 2019 asset allocators have expected value to beat growth. And again, almost always, they have been wrong!
tinyurl.com/yc5489ns
Since 2019 asset allocators have expected value to beat growth. And again, almost always, they have been wrong!
tinyurl.com/yc5489ns
The North American Aerospace Defense Command (NORAD) and North Warning System (NWS) already protects Canada's north.
Now, Canada is adding the Arctic Over-the-Horizon Radar system:
www.twz.com/land/canada-...
Now, Canada is adding the Arctic Over-the-Horizon Radar system:
www.twz.com/land/canada-...
May 29, 2025 at 12:41 AM
The North American Aerospace Defense Command (NORAD) and North Warning System (NWS) already protects Canada's north.
Now, Canada is adding the Arctic Over-the-Horizon Radar system:
www.twz.com/land/canada-...
Now, Canada is adding the Arctic Over-the-Horizon Radar system:
www.twz.com/land/canada-...
Since Vladimir V. Putin took power more than 25 years ago, at least 108 monuments to Stalin have been erected across Russia.
www.nytimes.com/2025/05/28/w...
www.nytimes.com/2025/05/28/w...
May 28, 2025 at 10:41 PM
Since Vladimir V. Putin took power more than 25 years ago, at least 108 monuments to Stalin have been erected across Russia.
www.nytimes.com/2025/05/28/w...
www.nytimes.com/2025/05/28/w...
Would you know why the cost per kWh of battery capacity for a 6-10kWh size battery is unchanged since 2018 when the cost of Lithium, Cobalt and other materials used in making batteries have come down so much during that same time?
May 22, 2025 at 4:55 AM
Would you know why the cost per kWh of battery capacity for a 6-10kWh size battery is unchanged since 2018 when the cost of Lithium, Cobalt and other materials used in making batteries have come down so much during that same time?
In most of these materials the necessity for intervention is principally due to adversarial dumping:
China can underwrite balance sheets that are losing money longer than the EU or US private sector.
The result👇
China can underwrite balance sheets that are losing money longer than the EU or US private sector.
The result👇
May 19, 2025 at 1:04 AM
In most of these materials the necessity for intervention is principally due to adversarial dumping:
China can underwrite balance sheets that are losing money longer than the EU or US private sector.
The result👇
China can underwrite balance sheets that are losing money longer than the EU or US private sector.
The result👇
More than half of the money paid for US imports from China stays in the US.
So, the tariffs only impact the China component:
www.frbsf.org/wp-content/u...
So, the tariffs only impact the China component:
www.frbsf.org/wp-content/u...
May 16, 2025 at 4:11 AM
More than half of the money paid for US imports from China stays in the US.
So, the tariffs only impact the China component:
www.frbsf.org/wp-content/u...
So, the tariffs only impact the China component:
www.frbsf.org/wp-content/u...
Lawyer's hourly rates pricing models will decline over the next 5 years.
As routine work becomes more efficient, firms will need to develop new pricing models that reflect the value of work provided, rather than simply the time it has taken.
www.thomsonreuters.com/content/dam/...
As routine work becomes more efficient, firms will need to develop new pricing models that reflect the value of work provided, rather than simply the time it has taken.
www.thomsonreuters.com/content/dam/...
May 13, 2025 at 8:48 AM
Lawyer's hourly rates pricing models will decline over the next 5 years.
As routine work becomes more efficient, firms will need to develop new pricing models that reflect the value of work provided, rather than simply the time it has taken.
www.thomsonreuters.com/content/dam/...
As routine work becomes more efficient, firms will need to develop new pricing models that reflect the value of work provided, rather than simply the time it has taken.
www.thomsonreuters.com/content/dam/...
Amazing that despite the reduction in Lithium & Cobalt costs, battery cell production capacity is expected to exceed demand over the next 5 years!
www.rystadenergy.com/insights/cha...
www.rystadenergy.com/insights/cha...
May 13, 2025 at 2:26 AM
Amazing that despite the reduction in Lithium & Cobalt costs, battery cell production capacity is expected to exceed demand over the next 5 years!
www.rystadenergy.com/insights/cha...
www.rystadenergy.com/insights/cha...
'For many countries weighing up the costs of Trump’s trade war, the choice between American LNG and Chinese clean power technologies could be a defining one both financially and for decarbonisation'
www.ft.com/content/f867...
www.ft.com/content/f867...
May 12, 2025 at 8:28 AM
'For many countries weighing up the costs of Trump’s trade war, the choice between American LNG and Chinese clean power technologies could be a defining one both financially and for decarbonisation'
www.ft.com/content/f867...
www.ft.com/content/f867...
'Even a decade ago, China’s rate of electrification was ahead of Europe and the US.
Since then, those economies have seen electricity as a share of energy plateau at around 22%, while electrification in China has surged to 30%.'
Since then, those economies have seen electricity as a share of energy plateau at around 22%, while electrification in China has surged to 30%.'
May 12, 2025 at 7:58 AM
'Even a decade ago, China’s rate of electrification was ahead of Europe and the US.
Since then, those economies have seen electricity as a share of energy plateau at around 22%, while electrification in China has surged to 30%.'
Since then, those economies have seen electricity as a share of energy plateau at around 22%, while electrification in China has surged to 30%.'
The 2025 Global Methane Tracker report shows Methane emissions declining in all future scenarios.
How relevant is a Year-on-Year comparison?
iea.blob.core.windows.net/assets/349b7...
How relevant is a Year-on-Year comparison?
iea.blob.core.windows.net/assets/349b7...
May 12, 2025 at 6:58 AM
The 2025 Global Methane Tracker report shows Methane emissions declining in all future scenarios.
How relevant is a Year-on-Year comparison?
iea.blob.core.windows.net/assets/349b7...
How relevant is a Year-on-Year comparison?
iea.blob.core.windows.net/assets/349b7...
You're calling her a "Fox News host" but he's calling her "Judge". Can both of you be correct?
May 8, 2025 at 10:51 PM
You're calling her a "Fox News host" but he's calling her "Judge". Can both of you be correct?
Also worth looking at the MAG7 earings forecasts,
even after recent lowering:
insight.factset.com/podcast-q1-2...
even after recent lowering:
insight.factset.com/podcast-q1-2...
May 8, 2025 at 3:26 PM
Also worth looking at the MAG7 earings forecasts,
even after recent lowering:
insight.factset.com/podcast-q1-2...
even after recent lowering:
insight.factset.com/podcast-q1-2...